Moran Wealth Management’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.28M | Sell |
17,225
-1,913
| -10% | -$586K | 0.16% | 175 |
|
|
2025
Q1 | $6.47M | Buy |
19,138
+25
| +0.1% | +$8.45K | 0.22% | 141 |
|
|
2024
Q4 | $5.99M | Buy |
19,113
+28
| +0.1% | +$8.77K | 0.19% | 146 |
|
|
2024
Q3 | $5.62M | Sell |
19,085
-818
| -4% | -$241K | 0.17% | 158 |
|
|
2024
Q2 | $5.22M | Sell |
19,903
-126
| -0.6% | -$33K | 0.17% | 167 |
|
|
2024
Q1 | $5.51M | Sell |
20,029
-390
| -2% | -$107K | 0.18% | 159 |
|
|
2023
Q4 | $4.93M | Sell |
20,419
-711
| -3% | -$171K | 0.18% | 168 |
|
|
2023
Q3 | $4.42M | Sell |
21,130
-256
| -1% | -$53.5K | 0.17% | 163 |
|
|
2023
Q2 | $5.04M | Sell |
21,386
-657
| -3% | -$155K | 0.19% | 154 |
|
|
2023
Q1 | $5.12M | Buy |
22,043
+210
| +1% | +$48.8K | 0.19% | 155 |
|
|
2022
Q4 | $5.34M | Buy |
+21,833
| New | +$5.34M | 0.2% | 141 |
|